WhiteOak Capital Balanced Advantage Fund Regular Plan Growth vs Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) compare

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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Fund	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	High Risk
Asset Size (Cr)	₹1328 Cr	₹1011 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	10 Feb 2023	27 Sep 2016
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	CRISIL Hybrid 50+50 Moderate TRI
Turn Over	0.0%	260%
Expense Ratio	2.09	2.19
Manager	Piyush Baranwal	Rakesh Shetty
ISIN Code	INF03VN01720	INF247L01585
Exits Load	WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	Motilal Oswal Balance Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Month	-1.55%	-10.5%
6 Month	-2.62%	-20.98%
1 Year	9.19%	-7.62%
3 Year	-	5.65%
5 Year	-	5.64%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
6 Month	-	-
1 Year	1.88%	-23.62%
3 Year	-	2.37%
5 Year	-	4.93%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
1 Year	22.23%	9.45%
3 Year	-	8.28%
5 Year	-	8.8%

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Standard Deviation	-	12.659%
Sharp	-	0.107%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Name	Piyush Baranwal	Rakesh Shetty
Total AUM	₹5379 Cr	₹33886 Cr
Fund Manage	9	19
	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	18.46	17.11
Small Cap	9.67	28.37
Large Cap	52.26	16.73
Mid Cap	6.65	37.81

Scheme Name	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Others	18.46	17.11
Realty	0.2	-
Petroleum Products	3.55	-
IT - Software	5.36	2.43
Pharmaceuticals & Biotechnology	5.39	1.05
Construction	2.41	1.02
Finance	4.63	14.99
Consumer Durables	2.12	0.58
Non - Ferrous Metals	2.15	-
Banks	14.49	6.65
Healthcare Services	0.55	-
Electrical Equipment	1.72	-
Auto Components	0.45	17.7
Cement & Cement Products	0.66	-
Ferrous Metals	0.44	-
Leisure Services	0.16	2.37
Personal Products	1.13	-
Industrial Products	0.71	-
Automobiles	2.03	0.55
Insurance	1.51	11.99
Beverages	0.45	-
Healthcare Equipment & Supplies	0.65	-
IT - Services	0.82	6.95
Food Products	1.75	-
Aerospace & Defense	0.74	-
Oil	0.68	-
Chemicals & Petrochemicals	0.71	-
Capital Markets	3.82	-
Telecom - Services	1.88	-
Financial Technology (Fintech)	0.28	2.94
Metals & Minerals Trading	1.45	-
Transport Services	0.49	-
Retailing	2.78	9.33
Household Products	0.52	-
Power	1.69	-
Commercial Services & Supplies	0.21	-
Transport Infrastructure	-	4.36